Name of Feature/Request: Ability To Restrict Auto Payment For Invoices That Were Created From Specific Sales Order Types
What financial, time savings, or quality of life improvements will occur from this: To have the ability to not allow an auto-payment be processed for invoices that are created from specific Sales Order Types | Frequency: Daily | When Auto Pay is turned on and sales order gets invoiced the auto payment gets processed but if the customer decides they want to enroll in 12 month payment option a Refund is required which causes duplicate finance and credit card fees that are incurred.
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: We have customers on a recurring monthly billing cycle for a maintenance plan. However, we do not want to Auto Pay other sales order types that are created for those customers. How can we turn off Auto Pay for certain Sales Order types? | Previously accomplished: Currently this is not able to be accomplished in Striven to have auto pay not available for specific sales order types
StrivenID: 5383092